The 30 Best Insurance and financial services in Connecticut

Barnum Financial Group in Guilford, Connecticut is a leading finance institution located at 800 Boston Post Road. Our team of experienced financial professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, our experts are here to provide personalized solutions tailored to your unique needs. With a commitment to excellence and a focus on building long-term relationships, Barnum Financial Group is your trusted partner in financial planning.

Magdalena Gala-Hunter - TD Wealth Financial Advisor is a trusted financial institution located in Fairfield, Connecticut. As a dedicated financial advisor, Magdalena Gala-Hunter provides expert guidance and personalized financial solutions to help clients achieve their financial goals. With a focus on wealth management and investment strategies, clients can trust in the expertise and professionalism of Magdalena Gala-Hunter to navigate the complexities of the financial world. Visit the institution at 1715 Black Rock Turnpike to start planning for a secure financial future.

Paula E Cohen is a financial advisor at Ameriprise Financial Services, LLC located at 329 Main Street, Portland, Connecticut, United States. Paula holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, wealth transfers, retirement planning, estate planning, investment fiduciary practices, and portfolio management. Paula is also trained in behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, estate planning, exit planning, and more. She is committed to providing comprehensive and specialized financial advice to individuals and families, helping them achieve their financial goals and aspirations. Contact Paula E Cohen for expert financial guidance and support.

Cassidy Financial Services is a reputable finance institution located at 1 Pasco Drive in East Windsor, Connecticut, United States. With a team of experienced financial experts, Cassidy Financial Services offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, Cassidy Financial Services is dedicated to providing personalized and professional services to meet your unique needs. Trust Cassidy Financial Services to help you secure your financial future.

John Mac Dougall Financial Services is a reputable accounting and finance institution located at 281 Hartford Turnpike in Vernon, Connecticut, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our services include tax preparation, financial planning, investment management, and more. We are committed to helping our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can assist you with your financial needs.

LTC Financial Partners is a leading finance, health, and insurance agency located at 27 Kennedy Road in Manchester, Connecticut, United States. Specializing in long-term care planning, our team of experts is dedicated to helping individuals and families navigate the complex world of insurance and financial planning. With a focus on providing personalized solutions tailored to each client's unique needs, LTC Financial Partners is committed to ensuring peace of mind and security for the future. Contact us today to learn more about our comprehensive services and how we can help you plan for your long-term care needs.

Switchback Financial, LLC is a reputable finance institution located at 3 Clover Lane in Madison, Connecticut, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth preservation. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.

Ted Davis is a financial advisor at Ameriprise Financial Services, LLC, located at 37 Broadway in North Haven, Connecticut, United States. Ted Davis specializes in providing comprehensive financial planning services to individuals, including asset management, retirement planning, estate planning, and insurance products. Ted Davis holds several certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, AIF® designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, CAP® designation, CAS® designation, CASL® credential, Certified Divorce Financial Analyst designation, Certified Estate Planner™ designation, Certified Exit Planning Advisor® designation, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist designation, Chartered Financial Consultant® designation, Chartered Special Needs Consultant designation, Certified Investment Management Analyst® designation, Certified Kingdom Advisor® designation, Certified in Long-Term Care designation, and Chartered Life Underwriter Designation®. Ted Davis is committed to providing expert financial advice and guidance to clients, with a focus on integrity, ethics, and professionalism.

Crown Financial is a reputable finance institution located at 16 Hall Hill Road in Somers, Connecticut, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you need assistance with investments, retirement planning, or managing your finances, Crown Financial is here to help. We strive to help our clients achieve their financial goals and secure their future. Contact us today to learn more about how we can assist you with your financial needs.

LTC Financial Partners is a leading finance, health, and insurance agency located at 23 Shenipsit Lake Road in Tolland, Connecticut, United States. Specializing in long-term care planning, this institution offers expert guidance and personalized solutions to help individuals and families secure their financial future and protect their health. With a team of experienced professionals, LTC Financial Partners is dedicated to providing top-notch services and comprehensive support to clients seeking long-term care insurance and financial planning services.

GT Luczak Insurance and Investments LLC is a reputable finance and insurance agency located at 109 Partridge Drive in Rocky Hill, Connecticut, United States. With a strong focus on providing personalized services to meet the unique needs of each client, they offer a wide range of insurance and investment products. Whether you are looking for auto, home, life, or business insurance, or seeking guidance on investment opportunities, the experienced professionals at GT Luczak Insurance and Investments LLC are dedicated to helping you secure your financial future. Contact them today to discuss your insurance and investment needs.

Cole Brook Financial Co LLC is a reputable finance institution located at 100 Riverview Ctr in Middletown, Connecticut, United States. With a strong commitment to providing top-notch financial services, Cole Brook Financial Co LLC offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the team at Cole Brook Financial Co LLC is dedicated to helping you achieve your financial goals. Trust in their expertise and experience to guide you towards a secure financial future.

New York Life Insurance is a reputable finance and insurance agency located at 100 Northfield Drive in Windsor, Connecticut, United States. With a long-standing history of providing reliable and comprehensive insurance policies, New York Life Insurance is committed to helping individuals and families protect their financial future. Their team of experienced agents offer personalized service and tailored solutions to meet the unique needs of each client. Trust New York Life Insurance to safeguard your assets and provide peace of mind for the road ahead.

Merrill Lynch Financial Advisor Robert B Weber, located at 185 Asylum Street, Hartford, Connecticut, United States, is dedicated to understanding you and what matters most to you. With a personalized approach to financial planning, our team helps you design and implement a plan to pursue your financial goals while managing investment risk. We take the time to get to know you, your family, and your financial situation, working collaboratively to build a personalized strategy tailored to your needs. Our investment approach is grounded in understanding you as an individual, taking into account your personal investment style and priorities. With access to the resources of Merrill, Bank of America Private Bank, and Bank of America, we provide a comprehensive range of financial solutions to help you achieve what matters most to you. Our team is committed to building strong client relationships based on trust and personalized service, helping you navigate the financial landscape and stay on track to reach your goals. Let's work together to pursue your financial aspirations with the support of Merrill Lynch Wealth Management Advisors.

Financial Resources, Inc. is a reputable finance institution located at 140 Hebron Avenue in Glastonbury, Connecticut, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, Financial Resources, Inc. offers a wide range of services including investment management, retirement planning, estate planning, and more. Their team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Financial Resources, Inc. today and take the first step towards financial success.

Raymond James Financial Services is a finance institution located at 64 Oak Street in Glastonbury, Connecticut, United States. With a reputation for providing comprehensive financial services, Raymond James offers a range of investment options and financial planning solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Raymond James Financial Services is dedicated to providing personalized and professional guidance to help you navigate the complexities of the financial market. Trust in Raymond James to help you make informed decisions and secure your financial well-being.

Elisa L Stark-Rifkin is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 224 New London Turnpike in Glastonbury, Connecticut, United States. Elisa holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Elisa specializes in providing comprehensive financial planning and investment management services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong focus on ethics and expertise in various areas of financial planning, Elisa is dedicated to helping clients achieve their financial goals and secure their financial future.

LTC Financial Partners is a leading finance, health, and insurance agency located at 18 Cope Farms Road in Farmington, Connecticut, United States. Specializing in long-term care planning, they provide expert guidance and personalized solutions to help individuals and families navigate the complexities of healthcare and insurance options. With a team of experienced professionals, LTC Financial Partners is dedicated to helping clients secure their financial future and peace of mind. Contact them today to learn more about their services and how they can assist you in planning for your long-term care needs.

Merrill Edge Financial Solutions Advisor, Christopher Clarke, is located at 781 Farmington Avenue in Farmington, Connecticut, United States. As a Merrill Financial Solutions Advisor, Christopher Clarke offers personalized advice and guidance to help individuals turn their ambitions into action. Whether you are looking to pursue your financial goals or plan for what matters most to you, Christopher Clarke can provide the tools and expertise to help you succeed. With a focus on relationship-based ads and online behavioral advertising, Merrill strives to provide information about products and services that may be of interest to you. Investing in securities involves risks, and it is important to understand the potential for loss when investing. With a range of services including brokerage, investment advisory, and financial planning, Merrill is dedicated to helping clients achieve their financial objectives. Additional information about Merrill's services and offerings can be found in the Client Relationship Summary. Banking products are provided by Bank of America and its affiliated banks, while Merrill Lynch Life Agency Inc. offers insurance services. Contact Christopher Clarke at Merrill Edge Financial Solutions Advisor for expert financial guidance and support.

Carl Piecyk: Primerica - Financial Services is a reputable finance and insurance agency located at 5 National Drive in Windsor Locks, Connecticut, United States. With a strong focus on providing top-notch financial services to clients, the institution is dedicated to helping individuals and families achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, the experienced team at Carl Piecyk: Primerica - Financial Services is committed to providing personalized and comprehensive financial guidance. Trust in their expertise and let them help you secure a stable financial future.

Raymond James Financial Services is a finance institution located at 116 Bridge Road in Haddam, Connecticut, United States. They offer a wide range of financial services including investment advice, wealth management, retirement planning, and more. With a team of experienced financial advisors, Raymond James Financial Services is dedicated to helping their clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or build a diversified portfolio, Raymond James Financial Services can provide the expertise and guidance you need.

Wolff Financial Group, LLC, located at 201 East Center Street in Manchester, Connecticut, is a finance and insurance agency that specializes in helping clients protect their wealth and plan for their family's future. With a wide range of products and services tailored to each client's individual needs, Wolff Financial Group is a third generation family business with expertise in business and estate planning. Licensed to sell insurance and securities in multiple jurisdictions, including AL, AZ, CA, CO, CT, FL, GA, IN, ME, MA, MI, NH, NJ, NY, NC, OH, OR, PA, RI, SC, TX, VT, VA, the advisors at Wolff Financial Group are dedicated to providing top-notch service to their clients. Keith Wolff and Randi Saboski are licensed insurance agents in California, with Keith also holding licenses in Arizona and Connecticut, while Randi is based in Connecticut.

Nicholas Holmes is a trusted Bankers Life Agent and Investment Advisor located at 6 Vista Drive in Old Lyme, Connecticut. Specializing in a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, Nicholas Holmes is dedicated to helping clients find the best coverage for their needs. As a Financial Advisor with Bankers Life Advisory Services, Nicholas Holmes can assist with Medicare Advantage plans, offering a comprehensive alternative to Original Medicare Parts A and B. With options for prescription drug coverage and affordable premiums, Medicare Advantage Plans provide peace of mind with an annual maximum out of pocket limit.

William A Rasmussen is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 191 Main Street in Old Saybrook, Connecticut, United States. William holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a commitment to ethics and ongoing education, William is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for assistance with portfolio management, insurance products, or retirement planning, William A Rasmussen is equipped to help you achieve your financial goals.

Raymond James Financial Services is a finance institution located at 90 Main Street in Old Saybrook, Connecticut, United States. They offer a wide range of financial services such as investment planning, wealth management, retirement planning, and more. With a team of experienced financial advisors, Raymond James Financial Services is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Raymond James Financial Services can provide personalized solutions to meet your needs.

Edward Jones - Financial Advisor: David R Cikatz is a reputable finance institution located at 316 Boston Post Road in Waterford, Connecticut, United States. With a focus on providing personalized financial advice and services, David R Cikatz and his team strive to help clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or save for your child's education, Edward Jones - Financial Advisor: David R Cikatz is dedicated to providing expert guidance and support every step of the way. Contact them today to schedule a consultation and start building a solid financial plan for tomorrow.

Raymond James Financial Services is a reputable finance institution located at 400 Bayonet Street in New London, Connecticut, United States. With a strong presence in the financial industry, Raymond James offers a wide range of services including wealth management, investment banking, and financial planning. Their team of experienced professionals are dedicated to providing personalized financial solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Raymond James Financial Services is committed to helping you navigate the complexities of the financial world.

Joel E Blum is a Financial Advisor at Ameriprise Financial Services, LLC located at 1587 Boston Post Road, Westbrook, Connecticut, United States. Joel E Blum holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and insurance products. Joel E Blum is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. His knowledge and commitment to ethical standards make him a trusted advisor in the finance industry.

Hathaway Financial Group is a trusted finance and insurance agency located at 68 Linwood Avenue in Colchester, Connecticut, United States. With a team of experienced professionals, we provide personalized financial solutions to help our clients achieve their goals and secure their future. Whether you are looking for investment advice, insurance coverage, or retirement planning, Hathaway Financial Group is here to help you every step of the way. Visit us today to see how we can assist you in managing your finances and protecting your assets.

First Command Financial Advisor - Alex Abatecola is a finance institution located at 400 Bayonet Street in New London, Connecticut, United States. This institution provides personalized financial services to help clients achieve their financial goals. With a strict focus on client satisfaction, First Command ensures that each client receives tailored financial advice and solutions. The institution operates with transparency and integrity, as evidenced by the voluntary testimonials provided by satisfied clients. Clients can trust First Command to provide unbiased and expert financial guidance for a secure financial future.